SoA and RoA

SoA and RoA - MoneyOne

Free service for dealers

MoneyOne® Office is designed to assist dealers in integrating their Statement of Advice and Record of Advice templates for use with MoneyOne® Office Adviser Edition.

This service is provided free of charge to dealers and ensures that compliant templates are being used by advisers.

Our services

After MoneyOne® has been provided with a basic SoA and/or RoA template from the dealer group, created using Microsoft Word, we:

  • apply consistent formatting to all related documents
  • create any necessary Word merge fields
  • test the template with MoneyOne® Office Adviser Edition to ensure accuracy and clarity.

Following successful testing, the template is then sent back to the dealer group for sign-off prior to being installed within MoneyOne® Office Adviser Edition for your adviser network.